Dunn Associates

We provide management advisory services such as cash flow analysis, financial projections and loan applications, financial statement preparation compilation and review, business consulting for expansion, start-up, succession and difficult times

Nutmeg Capital Advisors LLC is a financial advisory firm based in Hartford, CT, specializing in providing personalized investment strategies and wealth management services to individual and institutional clients. With a focus on long-term financial planning and risk management, Nutmeg Capital Advisors LLC aims to help clients achieve their financial goals and navigate the complexities of the financial markets with confidence. Generated from their business information

HistoryEstablished in 1984, Charter Trust Company is a non-depository bank exercising fiduciary powers for our clients. We are incorporated under New Hampshire banking law as a New Hampshire Trust Company and are examined annually by the New Hampshire Banking Department. Headquartered in Concord, New Hampshire. We service clients throughout New England from seven offices located around the State. These offices are located in: Concord, Hanover, Meredith, Nashua, New London, Peterborough and Rochester.SpecialtiesCharter Trust Company is a wealth management firm headquartered in Concord NH. Working confidentially with individuals and families to create, manage and preserve wealth, the company manages over $1.5 billion in client assets and acts as fiduciaries for clients in 43 states and 3 countries. We work with our clients on: Investment Management Trust Services Estate Planning Charitable Planning Financial Planning Retirement Planning Tax Planning Family Office Services